13F institutional ownership facts

Institutions tracked

22

Reported value

$6,546,655.00

Reported shares

59,434

Latest filing period

Q2 2026

Top institutional holders

  1. Joel Greenblatt - Gotham Asset Management · $43,891,030 · 0.1%
  2. Morgan Stanley · $1,078,901,866 · 0.06%
  3. PNC Financial Services · $176,391,416 · 0.09%
  4. UBS Group · $169,736,523 · 0.02%
  5. Jamie Dimon - JPMorgan Chase · $211,322,991 · 0.01%
  6. David Solomon - Goldman Sachs · $52,062,898 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$ETF-IUSV

Institutional Holdings

22

Top Institutions

Top Institutions

1

Joel Greenblatt - Gotham Asset Management

398,466 shares

0.10%

% of Portfolio

2

Morgan Stanley

9,794,840 shares

0.06%

% of Portfolio

3

PNC Financial Services

1,601,375 shares

0.09%

% of Portfolio

4

UBS Group

1,540,958 shares

0.02%

% of Portfolio

5

Jamie Dimon - JPMorgan Chase

1,917,456 shares

0.01%

% of Portfolio

6

David Solomon - Goldman Sachs

472,655 shares

NaN%

% of Portfolio

7

Cliff Asness - AQR Capital Management

121,788 shares

NaN%

% of Portfolio

8

Renaissance Technologies

24,500 shares

NaN%

% of Portfolio

9

Steve Cohen - Point72 Asset Management

12,551 shares

NaN%

% of Portfolio

10

David E. Shaw - D.E. Shaw & Co.

18,693 shares

NaN%

% of Portfolio

11

Charles Schwab

83,214 shares

NaN%

% of Portfolio

12

Mike Hankin - Brown Advisory INC

5,719 shares

NaN%

% of Portfolio

13

Nuveen

28,904 shares

NaN%

% of Portfolio

14

Northern Trust Corp

38,824 shares

NaN%

% of Portfolio

15

Neuberger Berman

3,124 shares

NaN%

% of Portfolio

16

Larry Fink - BlackRock

27,058 shares

NaN%

% of Portfolio

17

Franklin Resources

523 shares

NaN%

% of Portfolio

18

BNP Paribas

0 shares

0.00%

% of Portfolio

19

Jane Street Group

0 shares

0.00%

% of Portfolio

20

Ken Fisher - Fisher Asset Management

0 shares

0.00%

% of Portfolio

21

Paul Tudor Jones - Tudor Investment Corp

16,241 shares

NaN%

% of Portfolio

22

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

40%

LARGE

35%

MEDIUM

20%

SMALL

5%

Geographic Distribution

North America
70%
Europe
25%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

35

Sellers

30

Holders

65

New

13

Exited

12

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Insider TradingPRO

Trading Statistics

Insider Buyers

13

Insider Sellers

30

Purchase Value

$35.5M

Role Distribution

CEO
25%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

85

A

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
90
Recent Activity
70
Concentration
60
Momentum
85
Stability
87

Recent Actions

New

10

Increased

25

Decreased

8

Exited

4

Total

55

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